Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,527 | $71,873-32.5% | $86,698-44.0% | $68,490-29.1% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -11.32% | 3.54%-14.9pp | 35.96%-47.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,321 | $2,173-39.2% | $2,837-53.4% | $2,597-49.1% |
| Participant deferral / active EE | $2,009 | $3,779-46.9% | $4,656-56.9% | $4,028-50.1% |
| Admin fee / account holder | $26,918 | $6,110+340.5% | $7,492+259.3% | $5,403+398.2% |